2017 Investor Roundtable:General Discussion

[Starno]

SEMI Production scale in 2 years (maybe 18 months but most probably 2).

 

[hockeythug]

I think everyone is aware the car is safe. It's the repair costs.

 

[Mkorpal]

If you make a reservation now, you'll receive your Model 3 by end of next year. Does this mean he really expects to sell at least 400k Model 3 by the end of 2018?

Or more?

 

[tander]

MODEL Y INCREDIBLE STATEMENTS :

- He expects even more demand than the M3
- 2 times faster to produce
- Completely different design than what cars are known to be made

1/2 the materials cost too if I heard that right

 

[Starno]

New plant for model Y

 

[tander]

funny to hear a car company complaining about not having enough parking

 

[stealthology]

Elon takes Ambien? Selling shares.

 

[dc_h]

Model 3 expansion!?

 

[anticitizen13.7]

Twitter questions so much better than previous years' live Q&A.

Elon looks tired (baggy eyes) but he is in really good spirits. Joking around a lot, sounds confident.

 

[dirtyofries]

I'm really intrigued by this proposed urban charging infrastructure. I wonder if it will be more compact than standard Supercharger sites? More numerous?

 

[tander]

So was there anything market moving in that? I saw a lot of positive stuff, but I could see the headlines "Tesla needs money for new car plant"

 

[ValueAnalyst]

If you make a reservation now, you'll receive your Model 3 by end of next year. Does this mean he really expects to sell at least 400k Model 3 by the end of 2018?

It means he expects to sell 500k+ Model 3's by end-2018, since it is highly likely that Model 3 reservations are close to 600k at this point.

I have said before that I expect 75,000 Model 3 deliveries in 2017, so his comment is in-line with my projection.

 

[Ovulation]

Twitter questions so much better than previous years' live Q&A.

Ähhhh no

 

[Mkorpal]

So was there anything market moving in that? I saw a lot of positive stuff, but I could see the headlines "Tesla needs money for new car plant"

No, but nothing to hinder the continued upward growth.

 

[anticitizen13.7]

I'm really intrigued by this proposed urban charging infrastructure. I wonder if it will be more compact than standard Supercharger sites? More numerous?

I think it could be possible to have a super dense urban charging site. I've seen some urban parking areas with multi-level shelving for cars. If the cars can drive themselves on Autopilot, people can just drop the car off at the parking area, and the car will park and charge itself.

 

[electracity]

It is just not a shareholder meeting without vegans. I feel cheated.

 

[Starno]

So was there anything market moving in that? I saw a lot of positive stuff, but I could see the headlines "Tesla needs money for new car plant"

I think it's enough to keep the Tesla on its current upward trend. So I'm happy.

 

[RobStark]

I think everyone is aware the car is safe. It's the repair costs.

Injuries are most of the insurance payout.

 

[Yggdrasill]

I think the semi news were quite positive. Production in 18-24 months, trucking companies involved in design and they want to buy as many as possible as soon as possible.

 

[ValueAnalyst]

MODEL Y INCREDIBLE STATEMENTS :

- He expects even more demand than the M3
- 2 times faster to produce
- Completely different design than what cars are known to be made
- Half the price to produce

I have said earlier today (to @Reciprocity I believe) that Model Y price may be significantly lower than Model 3.

Elon's comment is in-line with my projection.